Date authorised
2 January 2025
Companies House
15427768
Last scraped
4 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +4401242907667
  • Complaints Contact

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +4401242585444

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Professional, Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Arranges Asset Safekeeping

    For Professional, Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Stockbroking

    For Professional, Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Investment Setup

    For Professional, Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • Manages Your Portfolio

    For Professional, Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Charlotte Louise Watson

    IRN CLW01093

    • 14. Managing investments
    • 10. Broker fund adviser
    • [FCA CF] Functions requiring qualifications (since 4 Feb 2025)
    • SMF16 Compliance Oversight (since 2 Jan 2025)
    • SMF3 Executive Director (since 2 Jan 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 2 Jan 2025)
  • Graham Brian Jarvis

    IRN GBJ01005

    • SMF3 Executive Director (since 28 Apr 2025)
  • Jonathan Raymond Stevens

    IRN JRS01291

    • SMF3 Executive Director (2 Jan 2025 to 18 Feb 2025)
  • Nolan John Stanton

    IRN NJS01101

    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
  • Richard Haines

    IRN RXH00814

    • [FCA CF] Functions requiring qualifications (4 Feb 2025 to 21 Nov 2025)
  • Stephen Charles Harper

    IRN SCH00028

    • SMF3 Executive Director (since 2 Jan 2025)
    • SMF1 Chief Executive (since 2 Jan 2025)
  • Timothy Jones

    IRN TXJ01258

    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 23 Feb 2026)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.